Client Accounting Coordinator (Insurance)

Location: Remote, CA; United States

Salary: $45,000–$54,000 per year

Company

hirify.global is a professional services and technology firm supporting insurance, financial services, public sector, and other highly regulated organizations with risk management, claims, transformation, and operational solutions.

What you will do

• Manage an assigned portfolio of client programs and act as the primary accounting contact for loss fund activity, financial questions, reporting, and issue resolution.
• Coordinate program accounting from setup through ongoing transaction management, including bank account openings, CRM data maintenance, and documentation.
• Prepare weekly, monthly, and ad hoc reports covering loss fund balances, claims payments, funding needs, and outstanding items.
• Monitor balances and payment activity, prepare funding requests, and identify excess funds that may be returned to clients.
• Support bank reconciliations, research discrepancies, maintain transaction records, and resolve payment and funding questions.
• Gather audit documentation and coordinate with claims management, banking partners, clients, and internal stakeholders.

Requirements

• 3–5 years of accounting experience required.
• Strong communication, organization, attention to detail, and ability to manage multiple client programs and deadlines.
• Intermediate to advanced Microsoft Excel skills, including large data sets, trackers, reconciliations, financial analysis, and client reporting.
• Working knowledge of accounting principles, bank reconciliations, accounts payable, client reporting, and financial documentation.
• Experience with client reporting, funding requests, reconciliations, payment processing, or audit documentation.
• Ability to handle confidential client, banking, claims, and financial information.

Nice to have

• Experience in insurance claims, third-party administration, loss fund accounting, fiduciary accounting, or related financial services.
• Experience with CRM systems, accounting systems, banking platforms, and Microsoft Office.
• Associate or bachelor’s degree in accounting, finance, business administration, or a related field.

Culture & Benefits

• Fully remote work arrangement for the role.
• Medical, dental, and vision plans.
• 401(k) plan with employer matching.
• Paid time off, discretionary time off for exempt employees, and paid holidays.
• Life insurance and short-term and long-term disability coverage.
• Diverse and inclusive workplace with support for professional development and innovation.

Hiring process

• Application and CV review.
• Interview followed by a second-stage interview.
• Offer and hiring.